Avenira Limited · ASX:AEV
Avenira — Investor Presentation (March 2023)
24 slides from Avenira's investor presentation, Mar 10, 2023
Slide 1: Australia's First LFP Battery Cathode Project
For personal use only Australia’s First LFP Battery Cathode Project Corporate Presentation March 2023 ASX: AEV
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Avenira Limited (Avenira). This document does not constitute or contain an offer, invitation, ‘anticipate’, ‘believe’, ‘estimate’, ‘may’, ‘should’, ‘will’ or similar expressions. solicitation or recommendation with respect to the purchase or sale of
Slide 3: Disclaimer (con't)
Disclaimer (con’t) Cautionary and Forward-Looking Statements For personal use only The Company has concluded it has a reasonable basis for providing the forward-looking statements included in this The LFP Scoping Study referred to in this announcement has been undertaken to determine the economic an
Slide 4: Company Overview
Company Overview For personal use only Avenira is a battery cathode and fertiliser focused project developer, aiming to supply premium quality products into the electric vehicle, agricultural and industrial chemical markets. By establishing a local, integrated supply chain, Avenira will sell critica
Slide 5: Corporate Snapshot
Corporate Snapshot For personal use only Board of Directors $0.040 100 Brett Clark 90 $0.035 Executive Chairman Volume Share Price Share Price ($A/sh) 80 Engineer and Investment Banker with +30 years of Board and Senior Management/ Executive experience. $0.030 Extensive exposure to financial/capital
Slide 6: Our Value Creation Strategy
Our Value Creation Strategy For personal use only Avenira is aiming to become one of the first world- scale LFP producers outside of China, Taiwan and Expansion Japan LFP Project Expansion Plans1 Development Scope to expand LFP manufacturing capacity in DSO phases: Phase 1 – 10,000 tpa Phase 2 –
Slide 7: Avenira's Value Proposition
Avenira’s Value Proposition For personal use only Competitive renewables One of Australia’s Largest Optionality to build either TPA3, Close Proximity to Rail (solar and wind) and gas High-Grade Phosphate LFP or both plants to capitalise on and Road Infrastructure pipeline Mineral Deposits1 the LFP b
Slide 8: Project Integration Pathway
Project Integration Pathway Avenira’s Wonarah Project can1 supply a steady source of high-grade Phosphorous, an For personal use only essential precursor for LFP Battery Cathodes and a high value input into agriculture TPA Plant1. LFP Plant LFP Battery Cell Factory High Grade Conversion to Thermal P
Slide 9: Wonarah DSO Project
For personal use only 9 Wonarah DSO Project
Slide 10: Wonarah Deposit and Mineral Resource
Wonarah Deposit and Mineral Resource For personal use only Wonarah has one of the largest Phosphate resources in Australia1 Significant Phosphate Resources Total Resource 533Mt (15% P2O5 cutoff grade)2 Measured Resource of 64.9 Mt @ 22.4% P2O5 Indicated Resource of 133 Mt @ 21.1% P2O5 LFP Plant
Slide 11: Wonarah DSO Project Update
Wonarah DSO Project Update Offtake negotiations progressing with regional TPA For personal use only and fertiliser producers1 Feasibility Study well advanced, pending the results of a proposed trial test pit Approvals and Mine Management Plan well advanced Existing Near-New Mining Camp on site Road,
Slide 12: LFP Project
For personal use only LFP Project Design concept of a Cathode Manufacturing Plant in the US 12
Slide 13: What is LFP Cathode Active Material?
What is LFP Cathode Active Material? For personal use only Cathode Active Materials (CAM) are high purity chemicals that distinguish the application and output of different types of Lithium-ion batteries Battery cell manufacturers are currently facing unprecedented demand for Lithium-ion batteries
Slide 14: Emergence of LFP Batteries
Emergence of LFP Batteries For personal use only LFP is rapidly growing as the battery chemistry of choice for electric vehicles and stationary storage Lower Cost: low cost, surging nickel and cobalt prices Safety: safe, low toxicity and thermal stability, no fires Reliability: well-defined pe
Slide 15: Market Shift in Preferred Chemistries
Market Shift in Preferred Chemistries For personal use only Superior cost structure, safety characteristics and an improving driving range are the key factors propelling the markets rapid adoption of LFP, displacing other battery chemistries Price Ranges: Cathodes Mid-Dec 2022 to Mid-Jan 20231 LFP >
Slide 16: Investment into LFP Cathode
Investment into LFP Cathode For personal use only Surging demand for cathodes continues to spur investment into new production capacity, with 74% of all plants under construction targeting the production of LFP cathode, reflecting the direction of the market Historical and Forecast Cathode Productio
Slide 17: LFP Scoping Study
LFP Scoping Study Scoping Study confirms the technical and commercial potential of an LFP Darwin Plant to be based in Darwin, Australia For personal use only Modular plant design enables flexibility to scale and fund the project in stages Economics of the project have been considered at two sc
Slide 18: Results: Lithium Upside, Scalability
Results: Lithium Upside, Scalability For personal use only The economics of the LFP Project has been considered at two scenarios, a one-train plant with capacity of 10,000tpa and a three-train plant with capacity of 30,000tpa, under both spot and forecast Lithium prices Base Case Upside Case – USD$8
Slide 19: Avenira's Cost and Logistical Advantages
Avenira’s Cost and Logistical Advantages For personal use only Geographic proximity to the under-supplied raw materials required to produce LFP, enables Avenira to have significant cost and logistical advantages relative to other LFP producers Australia supplies approximately 50% of the world’s Li
Slide 20: Our Partnership with Aleees
Our Partnership with Aleees For personal use only Aleees is only one of three companies outside China with complete LFP cathode manufacturing capabilities, and patents for electric vehicle and stationary storage batteries Signed MOU with Aleees providing technology and operational and marketing su
Slide 21: LFP Project Process Flow Sheet
LFP Project Process Flow Sheet For personal use only Avenira’s LFP Plant intends to adopt the patented LFP CAM synthesis process developed by its technology partner, Aleees. The following simplified block flow diagram illustrates the stages of the manufacturing process: Primary Ball Secondary Ball S
Slide 22: LFP Project Funding Strategy
LFP Project Funding Strategy For personal use only Avenira aims to secure funding to develop the one-train, 10,000tpa LFP Plant, and subsequently leverage the cash flows generated to finance and develop subsequent trains Avenira aims to explore the following sources of capital to finance the one-t
Slide 23: Next Steps
Next Steps For personal use only Multiple near-term value drivers and exciting news flow anticipated: Avenira’s Lithium Ferro Phosphate (LFP) Project: advancement of feasibility studies; negotiations with Aleees to progress a binding technology licencing agreement; site selection, permitting r
Slide 24: Avenira Limited
For personal use only Avenira Limited ABN 48 116 296 541 www.avenira.com PO Box 1704 West Perth WA 6872 AUSTRALIA Media/Investor Queries: Citadel-MAGNUS +61 8 9264 7000 | frontdesk@avenira.com Michael Weir 0402 347 032 Jono van Hazel 0411 564 969 24